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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.2B
AUM Growth
+$4.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,634
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$80.7M
3
+$80.5M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$69.9M
5
NVDA icon
NVIDIA
NVDA
+$57.2M

Top Sells

1
+$150M
2
+$141M
3
+$51M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$26.2M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$24.1M

Sector Composition

1 Technology 10.44%
2 Financials 4.48%
3 Healthcare 3.56%
4 Consumer Discretionary 3.51%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6.32M 0.02%
33,441
+21,513
627
$6.32M 0.02%
56,543
+27,927
628
$6.25M 0.02%
43,745
+4,520
629
$6.2M 0.02%
95,924
-9,647
630
$6.17M 0.02%
19,088
+11,962
631
$6.16M 0.02%
17,530
+5,283
632
$6.13M 0.02%
43,246
+7,909
633
$6.08M 0.02%
36,566
-7,690
634
$6.07M 0.02%
237,998
+9,563
635
$6.07M 0.02%
143,021
-2,933
636
$6.03M 0.02%
246,018
-21,931
637
$6.02M 0.02%
71,564
-70,563
638
$5.98M 0.02%
19,066
-146
639
$5.97M 0.02%
151,806
-14,590
640
$5.95M 0.02%
113,744
+1,171
641
$5.95M 0.02%
99,701
+487
642
$5.93M 0.02%
59,324
+40,215
643
$5.92M 0.02%
49,989
+23,012
644
$5.91M 0.02%
135,503
+41,594
645
$5.91M 0.02%
29,478
+14,018
646
$5.89M 0.02%
71,828
+6,593
647
$5.89M 0.02%
18,977
+2,010
648
$5.88M 0.02%
37,292
-350
649
$5.87M 0.02%
62,545
+56,265
650
$5.86M 0.02%
33,129
-1,718
24 25
26
27 28